Salesforce Administrator with nCino experience
Job Description
DUTIES:
30%: Lending Systems Administration
- Configure and customize lending systems predominately nCino running on Salesforce to meet the specific needs of the lending operations, including creating custom objects, fields, workflows, and process automation.
- Manage user profiles, roles, permissions, and data access to ensure appropriate levels of security and data integrity.
- Develop and maintain validation rules, formulas, and custom reports and dashboards to provide insights into lending performance.
20%: System Maintenance
- Perform regular system maintenance tasks, such as data cleanup, deduplication, and archiving, to ensure optimal system performance.
- Collaborate with cross-functional teams to manage system integrations, troubleshoot issues, and implement enhancements.
20%: Process Improvement
- Work closely with lending and operations teams to understand business requirements and identify opportunities for process optimization within Salesforce.
- Design and implement efficient workflows, approval processes, and automation to streamline lending operations.
20%: System Upgrades and Enhancements
- Collaborate with stakeholders to evaluate and implement new Salesforce features, releases, and third-party applications that align with lending business needs.
10%: User Support and Training
- Provide technical support and troubleshooting assistance to users, addressing system-related inquiries and issues promptly.
- Develop and deliver training materials and sessions to ensure users are proficient in utilizing the Salesforce platform effectively.
- Maintain comprehensive documentation of system configurations, processes, and customizations for reference and training purposes.
REQUIREMENTS:
- Bachelor's degree in Computer Science, Information Technology, Business, or a related field.
- Salesforce Administrator certification is highly desirable.
- Proven experience, 3+ years, as a Salesforce Administrator.
- Proficiency in creating custom objects, fields, workflows, process automation, validation rules, and reports within Salesforce.
- Experience with data management, data integrity, and security best practices.
- Excellent problem-solving skills and the ability to translate business requirements into technical solutions.
- Strong communication skills to collaborate with cross-functional teams and provide user support and training.
- Detail-oriented mindset with a commitment to delivering high-quality work.
- Skill in creating and sustaining positive working relationships with co-workers
Job Requirements
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